Overview
For this assignment, you will develop a recommendation for a diversified portfolio based on an analysis of risk and return, different types of investments, and short- and long-term investments.
Instructions
Write a five-to-seven-page recommendation in which you:
- Analyze the relationship between risk and rate of return.
- Explain how you would develop a portfolio that minimizes risk and maximizes the rate of return.
- Explain how stocks, bonds, real estate, metals, and global funds may be used in a diversified portfolio.
- Provide evidence to support your explanation.
- Evaluate the concept of the efficient frontier and how it may be used to determine an asset portfolio for an investor.
- Develop an argument for a diversified portfolio investment.
- Recommend an ideal portfolio mix to maximize the rate of return for the short term and long term based on the economic outlook for the next year.
- Explain the key differences between the short and long term.
- Use four external resources to support your work. Note: Wikipedia and other websites do not qualify as academic resources.
INSTRUCTIONS
Format
- ting. Please refer to the Library site for all support. Check with your professor for any additional instructions.
The specific course learning outcome associated with this assignment is:
- Recommend strategies to maximize short and long term investment returns for a diversified investment portfolio.
- Evaluate risks, challenges, and benefits associated with high-risk investments, and complex investment vehicles.
- Examine concepts related to investment strategies, portfolio performance, assets, risk assessment, valuation, impacts of economic changes, market conditions, industry trends, and the derivatives market.